Alexander Thompson is a CFP® professional with nine years of industry experience, currently with Raymond James & Associates. He has worked in various roles at Raymond James & Associates and previously held positions at One + One Wealth Management, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Michael Paternostro is a financial advisor at Stifel with Series 63 and Series 66 licenses and 35 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Robert Dale is a CFP®-designated financial advisor with LPL Financial in Melbourne, FL, where he has worked since 1997, totaling 33 years of industry experience. He serves as a community development district supervisor for Viera East, a nonprofit role overseeing trails, nature preserves, stormwater management, and community property. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Darwin Carpenter III is a financial advisor at Morgan Stanley in Melbourne, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning using structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Conor McGee is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he works as part of the McGee Welch team. Their focus is on retirement planning and helping clients achieve their financial goals through investing and planning. Since joining Merrill Lynch in 2020, Conor has concentrated on areas including family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, women and wealth, tax minimization, and retirement income. Conor has lived on the Space Coast his entire life and holds a Personal Investment Advisor (PIA) designation. He earned a High School Diploma from Melbourne Central Catholic, an Associate's Degree from Eastern Florida State College, and a Bachelor's Degree from the University of Central Florida. Outside of his professional work, Conor is active in his community as a Boy Scouts of America Scout leader and a member of the Melbourne Rotary. His personal interests include adventure sports such as biking, boating, camping, fishing, photography, rock climbing, scuba diving, skiing, and traveling.

Maria Reza is a financial advisor with UBS Financial Services in Melbourne, FL, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Celeste Byers is a CFP® professional affiliated with LPL Financial in Melbourne, FL, with 29 years of experience in the financial industry. Her career includes roles at LPL Financial since 2017, Seacoast National Bank since 2016, and previous positions at INVEST Financial Corp, Truist Advisory Services, and BB&T Investment Services. She is also involved with Seacoast Investment Services in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, with advice delivered by a large network of investment adviser representatives using diverse strategies and tools.

William Hall is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he owns a financial practice called BSH, LLC and has a partial ownership in Blue Wave Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients offering a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels, providing tailored recommendations supported by Wells Fargo’s research and planning tools.

Stephen Rossi Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with First Allied Securities and First Allied Advisory Services in various advisory roles since 1992 and operates a holding company, Stephen G Rossi Jr. PA, as well as Rossi and Associates, an independent contractor business focusing on insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to multiple third-party money managers through a multi-manager platform.

Delmer Carter is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Chad Helpling is a CFP® professional with 21 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he owns and operates Helpling's Hot Flakes, a business that produces and sells habanero flakes at local farmers markets. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet a net-worth threshold, with advisors using proprietary research and tools to develop personalized recommendations.

Candice Holland is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at firms including Truist Investment Services, Wells Fargo Clearing, and Raymond James. Outside of her advisor role, she operates Holland & Co Wealth Advisors LLC, managing a wealth management practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wei Ji is a financial advisor with Morgan Stanley in Melbourne, FL, holding a Series 66 designation and with eight years of industry experience. Prior to joining Morgan Stanley in 2017, Wei worked for Bulgari Corporation of America from 2016 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and various advisory programs, managing approximately $2.74 trillion in client assets.

Kristine George is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for nine years before joining Wells Fargo Advisors in 2023. Outside of her advisory role, she serves as a trustee for her parent's trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, and uses Wells Fargo research and planning tools to develop tailored recommendations for clients.

Philip Amick is a financial advisor with Ameriprise in Melbourne, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Edward Jones and Harris Corporation and has entrepreneurial experience with Salon Comfort, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

Jennifer Madden is a financial advisor with Raymond James & Associates in Melbourne, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James & Associates since 2014, with a brief period at Crane Private Wealth Group, LLC. Madden also has experience outside finance, having worked at the Nicole Cote School of Dance for one year. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering non-discretionary financial planning and investment consulting supported by research and multiple portfolio management styles.

Ellen Cunningham is a financial advisor at Stifel with 10 years of industry experience. She holds the Series 66 designation and has been with Stifel since 2013. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Michael Carey is a financial advisor at FuturePlan Financial with two years of industry experience. He holds a Series 65 designation and is based in Melbourne, FL. Outside of his advisory role, he has been involved with Church in the Wild since 2016. FuturePlan Financial operates as an independent firm with a single advisor.

William Jackson is the principal advisor and founder of Jackson Financial, Investment & Retirement Services, Inc., with 25 years of experience in the financial industry. He holds a Series 65 designation and is also a licensed CPA, managing a separate accounting practice. His professional activities include providing tax preparation and accounting services alongside his advisory role. Jackson Financial, Investment & Retirement Services is a single-advisor firm based in Melbourne, FL, serving individuals, trusts, and retirement plans. The firm offers non-discretionary investment advice and portfolio management primarily through mutual funds, tailoring portfolios to clients' objectives and risk tolerance.

Chad Shoultz is a CFP®-certified financial advisor with 21 years of industry experience. He has been principal at Financial Planning & Management, LLC since 2012. Chad holds a Series 63 license and is also a licensed insurance agent. Financial Planning & Management, LLC is an independent firm based in Indialantic, FL, focusing on personalized financial planning and wealth management services.